LPL Financial Adds Two Ohio Wealth Practices

FHT Advisors and Impel Wealth Management joined LPL's broker-dealer and RIA platforms after departing Cetera.

Updated on Nov. 10, 2026 in Financial Planning

LPL Financial Adds Two Ohio Wealth Practices

LPL Financial welcomed FHT Advisors and Impel Wealth Management onto its broker-dealer and Registered Investment Advisor platforms. The two Ohio-based practices, which together serve approximately $1.15 billion in client assets, joined from Cetera and will retain their separate business identities.

Why it matters

The move expands LPL's presence among independent advisory practices in Ohio, and the two firms cited LPL's technology, advanced planning capabilities and growth resources as reasons for switching. For Ohio clients, the practices say the change is meant to help their teams serve increasingly complex financial situations.

The two practices report about $1.15 billion in combined client assets, while LPL services roughly $2.6 trillion in brokerage and advisory assets for about 8 million Americans. The announcement does not disclose client retention figures or fee changes resulting from the move.

The players

LPL Financial

LPL Financial is a large independent broker-dealer and registered investment advisor custodian that supports thousands of advisors nationwide.

FHT Advisors

FHT Advisors is an Ohio-based wealth management practice that serves clients across 32 states.

Impel Wealth Management

Impel Wealth Management is an Ohio-based advisory firm that began with a focus on retirement planning for Akron-area corporate executives.

The details

FHT Advisors, led by Brian Toma, and Impel Wealth Management, led by Jesse Hurst, both joined LPL from Cetera, with their professionals onboarded to LPL's broker-dealer and RIA platforms. Impel was originally built around retirement planning for corporate executives in the Akron area and works with families across multiple generations.

November 10, 2026: LPL Financial announces the two practices joining its platforms.

Financial Planning Landscape

Advisory practices leaving one broker-dealer platform for another has become a recurring pattern as firms seek stronger planning tools and scale. This announcement follows that pattern, with two Ohio practices moving from Cetera to LPL for technology and growth resources.

Clients of FHT Advisors and Impel Wealth Management may see continuity in their advisors and business identities, since both practices will retain their names. Clients should review any account or service changes communicated by their advisors during the platform transition.

The takeaway

Choosing an advisory platform affects the tools and planning capacity available to clients, so it is worth asking your advisor how a firm change could affect your services. Reviewing your financial plan during any transition helps keep your goals on track.